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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Rowan is a Registered Representative and Investment Advisor Representative with Pasadena Private Wealth, LLC. Shannon has been in the financial industry for over 10 years and specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and pooled investment vehicles. Shannon has a Series 7TO, Series 66, and SIE license, as well as registrations in 28 states. Shannon has previously worked at Wells Fargo Clearing Services, LLC and LPL Financial LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
01/13/2025 - Present
Pasadena Private Wealth, LLC (PASADENA CA)
BOTH
Issued 06/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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